Permissions allow members to manage fields:
Solution Managers can add new fields and modify existing fields in their solutions.
Workspace Administrators can add and modify fields in any solution within the workspace.
General Users cannot add or modify fields.
There are two ways to create new fields - in Grid View and in an open Record view.
Modifying Existing Fields
Similar to adding new fields, Solution Managers and Admins can modify existing fields in Grid View or from an open Record.
In some circumstances, you'll find yourself having to create several fields that are very similar, like adding priority and criticality fields to a project management Table.
Repetitive tasks are never fun, but SmartSuite makes it easy to duplicate fields so that you don't have to set every property by hand.
You must have the proper permissions to duplicate a field - one of the following is required:
You have the Administrator role
You have either the Solution Creator or General Access role AND you are a Solution Manager for the Table's Solution
How to Duplicate a Field
You can duplicate a Field by clicking on the Field properties menu selector in Grid View, or by clicking a Field's context menu in record display mode. Follow these steps:
Open the field properties for the field you want to duplicate, either from the field dropdown menu in Grid view or the ... menu in Record View
Select the Duplicate Field option
Give the new field a unique name
Check "Include Field Content" if you want to duplicate the field's data as well, or uncheck it to just duplicate the field structure (NOTE 📝 : Due to the nature of their data, Signature and Vote fields cannot have their content duplicated)
Click Duplicate Field
The new field will appear to the right of the field you duplicated if you are in Grid view, or directly under the duplicated field in Record Display view.
Fields that Cannot be Duplicated
System-type fields cannot be duplicated. These include:
Fields that Cannot be Copied Without Content
A handful of fields have the Include Field Content option "forced" on, reflecting the fact that they generate content automatically and can't be copied without that content appearing. These fields include:
Members with the Administrator role can delete any field from any Solution's Tables. Members who have the Solution Manager role can delete fields from Solutions they are assigned to. Learn more about roles here.
Deleting a Field
To delete a field, follow these steps:
Open the field properties dialog from either the record view or from the field options menu in Grid View.
Select Delete Field from the menu.
Click Yes, delete this field.
That's it, your field is immediately removed. The field will no longer be available for viewing or selection in any filters, sorts, or similar controls.